Industry

Executive Search

Client

Banff

Designing Banff's Internal Admin Hub for Executive Client Management

Streamlining Internal Operations with a Centralized Dashboard for Task Oversight, Client Activity Monitoring, and High-Priority Alerts

In this project, I led the design of the first internal admin hub aimed at empowering our internal teams to efficiently manage executive-level clients. The goal was to create a centralized platform that provided clear visibility into team tasks, real-time client activity—both upcoming and ongoing—and a priority system to flag urgent clients needing immediate attention. Prior to this, teams relied on fragmented tools and manual processes, which made it difficult to stay aligned and responsive. Through user research, iterative wireframing, and close collaboration with stakeholders, I developed a design solution that streamlined workflows, improved cross-team coordination, and laid the foundation for scalable internal operations.

View prototype

The development of the admin hub was a highly collaborative and iterative process, grounded in constant feedback from internal users and evolving team needs. By closely aligning design decisions with real-world workflows, I was able to ensure the final solution not only met functional requirements but also improved clarity, efficiency, and accountability across teams. The final design brought together complex data and task management into a cohesive, intuitive interface that significantly reduced friction in day-to-day operations. This project not only delivered immediate impact for internal teams but also established a scalable foundation for future feature expansion as our executive client base continues to grow.